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AFFILIATE COUNCIL MEETING Tuesday August 18, 2020 9:00 a.m. Agenda I. Call meeting to order II. Approval of Minutes from July 21, 2020 III. Introductions a) Guests b) New Member Introductions c) Current Member Introductions IV. President Report- Jan Eggenberg V. Treasurer Report – Jeanne Lamoureux VI. Affiliate Events Update a) Turkey Bowling Toys for Tots (Nov 18) – Paula Paulson b) OABR Golf (October 7) – Summer Franco c) Affiliate Only Party (Sept or Oct) – Mary Sladek VII. Committee Updates a) Food Drive – Wendy Walker b) Education – PK Kopun, Mary Byrnes c) OABR Social Events – Erin Trescott d) RPAC – Paul Kottich e) WCR – Jeanne Lamoureux f) YPN – Amy Dritley g) Think Affiliates First – Brent Rasmussen Facebook – Dan of Pixel Fire Marketing 402-214-5053 [email protected] h) New Member Committee – Eric Petersen i) MOBA – Wendy Walker VIII. New Business a) Discussion of 6 month drawing and speaking at New Member Orientation via Zoom IX. Other Business – Installation postponed. X. Testimonials XI. Speakers XII. Adjournment, next meeting Tuesday September 15, 2020 at 9:00 am Affiliate Facebook Group https://www.facebook.com/Affiliates - a council of the Omaha Area Board of Realtors/ The role of the Affiliates is to promote business relationships and services to REALTOR® members actively solicit Affiliate membership in the Board and promote ethical business practices of Affiliate members

AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

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Page 1: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE COUNCIL MEETING

Tuesday August 18, 2020

9:00 a.m.

Agenda

I. Call meeting to order

II. Approval of Minutes from July 21, 2020

III. Introductions a) Guests b) New Member Introductions c) Current Member Introductions

IV. President Report- Jan Eggenberg

V. Treasurer Report – Jeanne Lamoureux

VI. Affiliate Events Update a) Turkey Bowling Toys for Tots (Nov 18) – Paula Paulson b) OABR Golf (October 7) – Summer Franco c) Affiliate Only Party (Sept or Oct) – Mary Sladek

VII. Committee Updates

a) Food Drive – Wendy Walker b) Education – PK Kopun, Mary Byrnes c) OABR Social Events – Erin Trescott d) RPAC – Paul Kottich e) WCR – Jeanne Lamoureux f) YPN – Amy Dritley g) Think Affiliates First – Brent Rasmussen

Facebook – Dan of Pixel Fire Marketing 402-214-5053 [email protected]

h) New Member Committee – Eric Petersen i) MOBA – Wendy Walker

VIII. New Business

a) Discussion of 6 month drawing and speaking at New Member Orientation via Zoom

IX. Other Business – Installation postponed.

X. Testimonials

XI. Speakers

XII. Adjournment, next meeting Tuesday September 15, 2020 at 9:00 am Affiliate Facebook Group https://www.facebook.com/Affiliates - a council of the Omaha Area Board of Realtors/

The role of the Affiliates is to promote business relationships and services to REALTOR® members actively solicit Affiliate membership in the Board and promote ethical business practices of Affiliate members

Page 2: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE COUNCIL MINUTES JULY 21, 2020

The meeting was called to order at 9:00 a.m. by President Jan Eggenberg Present: President – Jan Eggenberg President-Elect – Eric Petersen Secretary – Jonathan Jameson Lori Bonnstetter Kayla Cunningham Melanie Doeschot

Amy Dritley Summer Franco Charissa Hansen Emily Hughes Katie Leiffers Laura Longo

Chris Myers Al Nelson Christopher Slater Matt Thiel Erin Trescott Wendy Walker

I. Call meeting to order – Eric called meeting to order at 9:02am.

II. Approval of Minutes from June 16, 2020 – Erin motioned to approve. Laura second. Motion passes

III. Introductions

a) Guests - None

b) New Member Introductions – none

c) Current Member Introductions – all introduced

IV. President Report- Jan Eggenberg – Did not have voice capabilities – no update

V. Treasurer Report – Jeanne Lamoureux – absent

VI. Affiliate Events Update -

a) Turkey Bowling Toys for Tots (Nov 18) – Paula Paulson – absent – no update. The Mark and the Marines are still

planning on the event, more info to come.

b) OABR Golf (Sept) – Summer Franco – Indian Creek; Oct 7th; Wednesday; we weren’t sure if the Wednesday outing

would conflict with OABR orientation. If we need to, we will make sure someone will sub for the presenter. How

should Summer send out for sponsorships? She will send out an email for the sponsorships available. Summer will

work with Jodi and Donna about flyers. First responders for benefit? Check with OABR board first but we will move

forward with First Responders.

c) Affiliate Only Party (Sept or Oct) – Mary Sladek – Absent – no update

VII. Committee Updates

a) Food Drive – Wendy Walker – no update, hoping we can still have it. Summer mentioned there was a post on the

website for the past food drive, still generating donations for the Food Bank.

b) Education – PK Kopun, Mary Byrnes – both absent - no update

c) OABR Social Events – Erin Trescott – no update

d) RPAC – Paul Kottich – absent – no update

Page 3: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

e) WCR – Jeanne Lamoureux – Amy: golf event Aug 25th. Still room for golfers. Aug 13th they will start meeting in

person, which is a regular luncheon, plated, no buffett, plus will tele-broadcast.

f) YPN – Amy Dritley – no update.

g) Think Affiliates First – Brent Rasmussen – absent – Eric: noticed some traffic on the page. Lori: new webpage for

OABR. Trying to get the Think Affiliates First logo back on the webpage; trying to get comments and activity on the

FB page. Eric has a copy of the logo. Jodi: just received the new logo and will update.

Facebook – Dan of Pixel Fire Marketing

402-214-5053

[email protected]

h) New Member Committee – Eric Petersen – 3 new members

i) MOBA – Wendy Walker – moved back spring parade of homes to summer parade of homes. Went well; golf outing

sept 23rd at Tiburon. Still plan on having fall parade of homes.

VIII. New Business

a) 2021 Secretary nomination and voting – no nominations up to meeting. Katie and Wendy were nominated in the

meeting by Janet. Katie was willing to discuss but didn’t commit. Wendy had already served; Matt Thiel was

mentioned but declined; Chris Myers was mentioned but he needs to put all of his attention on the business and

would like to get some more experience. After discussion, Katie volunteer to help. All voted for Katie.

IX. Other Business – Eric suggested people to sign up/attend the OABR inauguration. He recommended people keep

their eye out for the event. Hawaiian shirts welcome. Reminder to vote for the outstanding affiliate of the year,

which was included in our email.

X. Testimonials – Amy gave testimonial for Emily at Red Rhino Roofing for a new deck. Lori gave shout out to Chris

Myers for locks when her company helps with that and Chris has received compliments from clients.

XI. Speakers – Laura presented first. Chris Myers presented second. Eric Petersen presented third.

XII. Adjournment, next meeting Tuesday August 18, 2020 at 9:00 am – Chris Motioned

Page 4: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE COUNCIL

FINANCIAL STATEMENT FOR THE MONTH

JULY 31, 2020

Annual Budget

$12,000

JULY 2020 YEAR-TO-DATE

INCOME

Board Donation 10,500.00

Turkey Bowling/Toys 4 Tots 14,375.00

Golf 1,465.00

Credit from Pixel

TOTAL INCOME 0.00 26,340.00

EXPENSES

Events

Chili Cookoff (OABR) 317.09

Turkey Bowling/Toys 4 Tots 16,310.00

Golf 16,003.90

Canned Food Drive 70.00

Social Media 300.00 2,700.00

Orientation Luncheons 1,077.14

Realtor Ring Day 534.54

WCR Golf Sponsor

Affiliate Only Party 1,677.73

Inaugural

Review Advertising 900.00

Misc (Printing,Ck Order,Fee) 138.00

Service Charge 5.00

TOTAL EXPENSES 305.00 39,728.40

NET INCOME/(LOSS) (305.00) 0.00

CASH RECONCILIATION

Beginning Cash Balance 7/1/20 2,703.49

Income (Loss) (305.00)

Ending Cash Balance 7/31/20 2,398.49

Page 5: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE ARTICLE FOR REVIEW NEWSLETTER

DEADLINE FOR ARTICLE

SEPTEMBER 2020 Jeanne Lamourex AUGUST 15

OCTOBER 2020 Chris Myers SEPTEMBER 15

NOVEMBER 2020 OCTOBER 15

DECEMBER 2020 NOVEMBER 15

JANUARY 2021 DECEMBER 15

FEBRUARY 2021 JANAURY 15

MARCH 2021 FEBRUARY 15

APRIL 2021 MARCH 15

MAY 2021 APRIL 15

AFFILIATE SPEAKERS MONTHLY MEETING

AUGUST 2020 SEPTEMBER 2020 OCTOBER 2020

PK Kopun Katie Lieffers Summer Franco

Al Nelson Lori Bonnstetter Mark McGee

Mary Sladek

NOVEMBER 2020 DECEMBER 2020 JANAURY 2021

Wendy Walker

Marty McGuire

Kayla Cunningham

FEBRUARY 2021 MARCH 2021 APRIL 2021

MAY 2021

Page 6: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE MONTHLY DIGITAL ADS

ON HOLD UNTIL OFFICE REOPENS

JUNE 2020 JULY 2020 AUGUST 2020

Laura Longo Katie Liefers Jennifer Hiracheta

Mary Sladek Wendy Walker Eric Petersen

Brent Rasmussen Lori Bonnstetter Kayla Cunningham

SEPTEMBER 2020 OCTOBER 2020 NOVEMBER 2020

Jeanne Lamoureux John Harrison Mark McGee

Marty McGuire Erin Trescott Chris Myers

Samantha Hamrick

Page 7: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

02/5/20

ORIENTATION PRESENTATION VIA ZOOM

AFFILIATES!!! ORIENTATION SPONSORS

SEPTEMBER 2020

Tuesday Sept 8: 8:80 a.m. Paul Kottich

Tuesday Sept 8: 1:00 p.m. PK Kopun

Wednesday Sept 8: 8:30 a.m. Wendy Walker

OCTOBER 2020

Tuesday October 6: 8:30 a.m. Katie Lieffers

Tuesday October 6: 1:00 p.m. Brent Rasmussen

Wednesday October 7 8:30 a.m. Lori Bonnstetter

NOVEMBER 2020

Tuesday November 3: 8:30 a.m. Summer Franco

Tuesday November 3: 1:00 p.m. Al Nelson

Wednesday November 4: 8:30 a.m. Chris Myers

DECEMBER 2020

Tuesday December 1: 8:30 a.m. Mary Sladek

Tuesday December 1: 1:00 p.m. Erin Trescott

Wednesday December 2: 8:30 a.m. Jennifer Hiracheta

JANUARY 2021

Tuesday Aug 4: 8:30 a.m. Samantha Hamrick

Tuesday Aug 4: 1:00 p.m. Jan Eggenberg

Wednesday Aug 5: 8:30 a.m. Marty McGuire

FEBRUARY 2021

Tuesday February 9: 8:30 a.m.

Tuesday February 9: 1:00 p.m.

Wednesday February 10 8:30 a.m.

MARCH 2021

Tuesday March 2: 8:30 a.m.

Tuesday March 2: 1:00 p.m.

Wednesday March 3: 8:30 a.m.

APRIL 2021

Tuesday April 6: 8:30 a.m.

Tuesday April 6: 1:00 p.m.

Wednesday April 7: 8:30 a.m.

Page 8: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

02/5/20

ORIENTATION PRESENTATION VIA ZOOM

AFFILIATES!!! ORIENTATION SPONSORS

MAY 2021

Tuesday May 4: 8:80 a.m.

Tuesday May 4: 1:00 p.m.

Wednesday May 5: 8:30 a.m.

Page 9: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

MEMBERS SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG RPAC $100 +

BONNSTETTER, LORI 1/10 X X EA X X EA n/m x x x x

BOUSEMA, CODY 1/19 X X X X X n/m

BOZAK, LOU 1/14 EA X X X X n/m x x x

BULLERMAN, LISA MARIE 1/20 X n/m

BYRNES, MARY 5/14 X X X n/m x

CAMPBELL, REECE 1/19 X n/m

CARLSON, BRENDA 4/13 x

COOK, PATRICK 9/19 X n/m

CUNNINGHAM, KAYLA 4/14 X X X X X n/m x x ea x

DOESCHOT, MELANIE 3/14 X X X X n/m x x x x

DRITLEY, AMY 1/16 X X X EA n/m x x x x

EGGENBERG, JAN 9/13 EA X X X X X n/m x x x x

FRANCO, SUMMER 10/14 X X X X EA X n/m x ea ea x

HAMRICK, SAMANTHA 6/17 X X X X X X n/m x

HANSEN, CHARISSA 5/19 EA X EA EA X X n/m x x x

HARRISON, JOHN 10/17 X X X X X X n/m x

HIRACHETA, JENNIFER 10/18 X X X n/m

HOVORKA, RICHARD 12/15 X n/m

HUGHES, EMILY 5/20 x x

JAMESON, JONATHAN 6/13 X X X X X X n/m x x x x

KATT, PETER 9/13 x

KOPUN, GABE 11/15 X n/m

KOPUN, PK 11/99 EA X EA X EA X n/m x x

KOTTICH, PAUL 5/18 X X X X X n/m x x x

KRIVOLAVEK, CHRISTINA 5/19 X n/m

LAMOUREUX, JEANNE 10/17 EA X X EA EA n/m x ea ea

LARSEN, ROD 2/00 X n/m

LIEFFERS, KATIE 5/18 EA X X n/m x x x

LINSTROTH, CHLOE 11/19 X n/m

LONGO, LAURA 4/10 EA X X EA X X n/m x x ea x

MCCARTHY, CHRISTIE 7/18 X X X X n/m

MCGEE, MARK 1/11 X X X X X X n/m x

MCGUIRE, MARTY 12/12 X X X X n/m

MELVIN, JESSICA 1/20 X n/m x x x

MIERS, LISA 10/14 X n/m

MONETO, KIM 10/15 X X n/m

MYERS, CHRIS 6/16 X X X X n/m x x x

NELSON, AL 12/17 X X X X n/m x x

PAULSON, PAULA 4/16 X X X X X n/m

PAYNE, TRAVIS 6/18 X X n/m

PETERSEN, ERIC 6/17 X X X X X EA n/m x x ea x

PETERSEN, JENNIFER 7/18 X X X X EA EA n/m x x ea X

RASMUSSEN, BRENT 1/09 X X X X EA X n/m x x x

REYNOLDS, MARK 3/20 EA

SEEGER, MIA 8/17 X X X n/m

SLADEK, MARY 11/8 X X X X X EA n/m x ea

Page 10: AFFILIATE COUNCIL MEETING 9:00 a.m. Agenda · Affiliate membership in the Board and promote ethical business practices of Affiliate members. AFFILIATE COUNCIL MINUTES JULY 21, 2020

AFFILIATE ATTENDANCE SEPTEMBER 2019 - AUGUST 2020

SLATER, CHRISTOPHER 2/10 X n/m x x x

STANG, LUANNE 10/19 X n/m

SUTKO, JOHN 5/16 X n/m

SWEARINGEN, DAVE 9/19 X n/m x

THIEL, MATT 2/08 EA X X X EA n/m x x ea x

THOMPSON, CALLAHAN 4/18 X X n/m

THOMPSON, SHELLEY 9/19 X n/m

TRESCOTT, ERIN 9/13 X X X X EA X n/m x x x x

VACHA, BRIDGET 1/16 X X n/m

WALKER, WENDY 12/08 X X X EA X X n/m x x x

WEBER, TRAVIS 3/19 X X X X n/m EA